From the dashboard, click “New Request” (top right corner). 

Enter Patient Information: 

Click “Add New Patient.” 

Fill out: First Name, Last Name, State, City, Date of Birth (required). 

Optional: Social Security Number, Comments, Date of Injury. 

Click “Save and Continue.” 

Search for the Provider: 

Enter the State (required). You can also enter City or keywords to narrow the search. 

Click “Search.” 

Select one or more facilities by clicking “Select” next to each name. 

Choose Records Type: 

Pick one or more: Medical, Billing, and/or Imaging records. 

Upload Authorization Forms: 

Click “Add” under the AUTH Form section. 

You’ll see a “Saved” message once uploaded. 

Need to update? Click the trashcan icon to delete and re-upload. 

Select Delivery Format: 

Choose Digital Download or Mail Delivery (Imaging is Mail only). 

Optional: Choose Expedite (if available), uncheck Affidavit if not needed. 

Add Start Date (auto-fills others), and optional End Date (defaults to today if blank). 

Review & Submit: 

Confirm that all information is correct. 

Check the confirmation box, then click “Checkout.” 

Payment: 

The platform fee is paid upfront. Record fees are billed later. 

Click “Pay Now” to access the secure payment site. 

Pay with a credit card.